RIA
LOCK

Regal Investment Advisors’s LifeLock, Inc. LOCK Stock Holding History

Regal Investment Advisors’s Portfolio LOCK Stock Details LOCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-970
Closed -$8K – 1027
2015
Q3 		$8K Buy
970
+100
+11% +$986 ﹤0.01% 749
2015
Q2 		$14K Buy
+870
New +$13.5K ﹤0.01% 614
2014
Q4 		– Sell
-1,135
Closed -$16K – 1051
2014
Q3 		$16K Buy
+1,135
New +$16K ﹤0.01% 605

Other funds holding LOCK

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
OFM
Okumus Fund Management Grand Cayman, Cayman Islands $48.7M AUM 70.39% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DVC
Deer VI & Co Larchmont, New York $2.23M AUM 9.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Regal Investment Advisors's LOCK Position: Q4 2015 in Review

Regal Investment Advisors sold out of LifeLock, Inc. (LOCK) in Q4 2015, closing a stake of 970 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in LOCK in Q3 2014 and held it in 3 quarters. The position peaked at $16K in Q3 2014. 184 funds tracked by Wall St. Rank hold LOCK as of Q4 2015.

  • Regal Investment Advisors reported no remaining LifeLock, Inc. position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 970 LifeLock, Inc. shares in Q4 2015, an estimated $8K.
  • Regal Investment Advisors first reported a position in LifeLock, Inc. in Q3 2014 and held it in 3 quarters.
  • Regal Investment Advisors's LifeLock, Inc. position peaked at $16K in Q3 2014.
  • 184 funds tracked by Wall St. Rank held LifeLock, Inc. as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.